Data / Investment advisers / Serving high net worth individuals / Ohio

Investment advisers in Ohio serving high net worth individuals: 336 firms

Name: Investment advisers in Ohio serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

336 SEC registered investment advisers with a main office in Ohio report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $301 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Mai Capital Management, LLC.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get high net worth individuals advisers in Ohio Watch new advisers in Ohio

336Advisers
$301 billionAUM from this client type
332Advisers over $100 million
November 2, 2026File date

Advisers in Ohio serving high net worth individuals

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record. The first 300 of 336 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Mai Capital Management, LLC	Cleveland	4,902	$27.61 billion	$52.10 billion	adviserinfo.sec.gov
Sequoia Financial Group, L.L.C.	Akron	4,556	$24.80 billion	$32.24 billion	adviserinfo.sec.gov
Clearstead; Clearstead Advisory Solutions	Cleveland	2,175	$20.50 billion	$33.88 billion	adviserinfo.sec.gov
Johnson Investment Counsel, Inc.	Cincinnati	2,995	$14.76 billion	$22.98 billion	adviserinfo.sec.gov
Stratos Wealth Partners, LTD	Beachwood	4,159	$11.87 billion	$18.65 billion	adviserinfo.sec.gov
Bartlett & Co. Wealth Management LLC	Cincinnati	1,351	$8.45 billion	$10.25 billion	adviserinfo.sec.gov
Bahl & Gaynor LLC	Cincinnati	779	$7.00 billion	$20.99 billion	adviserinfo.sec.gov
Matson Money, Inc.	Mason	2,962	$6.30 billion	$24.33 billion	adviserinfo.sec.gov
Truepoint, Inc.	Cincinnati	1,006	$5.72 billion	$6.39 billion	adviserinfo.sec.gov
Carnegie Investment Counsel	Pepper Pike	1,186	$5.27 billion	$7.51 billion	adviserinfo.sec.gov
Wellspring Family Office	Cleveland	118	$4.93 billion	$5.06 billion	adviserinfo.sec.gov
Tfo Wealth Partners	Maumee	920	$4.68 billion	$5.66 billion	adviserinfo.sec.gov
Oneseven	Beachwood	1,908	$4.32 billion	$7.72 billion	adviserinfo.sec.gov
Stratos Wealth Advisors LLC	Beachwood	1,355	$4.22 billion	$5.57 billion	adviserinfo.sec.gov
Constellation Wealth Advisors	Cincinnati	356	$4.16 billion	$5.40 billion	adviserinfo.sec.gov
Daymark Wealth Partners, LLC	Cincinnati	913	$4.12 billion	$5.04 billion	adviserinfo.sec.gov
Valmark Advisers, Inc.	Akron	1,629	$3.95 billion	$10.17 billion	adviserinfo.sec.gov
Ancora Private Wealth Advisors, LLC	Cleveland	4,414	$3.69 billion	$3.90 billion	adviserinfo.sec.gov
Venture Visionary Partners LLC	Sylvania	833	$3.67 billion	$5.24 billion	adviserinfo.sec.gov
Hamilton Capital	Columbus	1,341	$3.59 billion	$4.94 billion	adviserinfo.sec.gov
Fifth Third Wealth Advisors LLC	Cincinnati	566	$2.98 billion	$7.80 billion	adviserinfo.sec.gov
Fairway Wealth Management LLC	Independence	268	$2.95 billion	$2.98 billion	adviserinfo.sec.gov
Foster & Motley Inc	Cincinnati	668	$2.78 billion	$2.94 billion	adviserinfo.sec.gov
Fifth Third Securities, Inc.	Cincinnati	1,938	$2.50 billion	$10.92 billion	adviserinfo.sec.gov
Gryphon Financial Partners	Columbus	341	$2.33 billion	$2.44 billion	adviserinfo.sec.gov
Windsor Advisory Group, LLC	Columbus	337	$2.29 billion	$2.92 billion	adviserinfo.sec.gov
Prosperity Capital Advisors	Westlake	990	$2.09 billion	$4.39 billion	adviserinfo.sec.gov
Summit Financial Strategies Inc	Columbus	575	$2.05 billion	$2.31 billion	adviserinfo.sec.gov
Cincinnati Asset Management Inc	Cincinnati	5,613	$2.02 billion	$2.53 billion	adviserinfo.sec.gov
PDS Planning Inc	Dublin	421	$1.98 billion	$2.17 billion	adviserinfo.sec.gov
Pinnacle Advisors	Mansfield	477	$1.93 billion	$2.14 billion	adviserinfo.sec.gov
SJS Investment Services	Sylvania	462	$1.91 billion	$2.94 billion	adviserinfo.sec.gov
Everhart Advisors	Dublin	579	$1.83 billion	$2.46 billion	adviserinfo.sec.gov
Wealthquest Corporation	Cincinnati	571	$1.83 billion	$2.22 billion	adviserinfo.sec.gov
CM Wealth Advisors LLC	Beachwood	131	$1.79 billion	$3.60 billion	adviserinfo.sec.gov
Meeder Advisory Services, Inc.	Dublin	717	$1.78 billion	$2.86 billion	adviserinfo.sec.gov
Key Investment Services LLC	Brooklyn	1,140	$1.77 billion	$8.88 billion	adviserinfo.sec.gov
Revisor Wealth Management LLC	Akron	537	$1.74 billion	$2.53 billion	adviserinfo.sec.gov
Meyers Wealth Management, LLC	Columbus	325	$1.64 billion	$1.93 billion	adviserinfo.sec.gov
Gateway Investment Advisers, LLC	Cincinnati	294	$1.62 billion	$11.59 billion	adviserinfo.sec.gov
Beese Fulmer Private Wealth Management	Canton	342	$1.58 billion	$2.06 billion	adviserinfo.sec.gov
KMG Fiduciary Partners, LLC	Toledo	403	$1.36 billion	$1.67 billion	adviserinfo.sec.gov
On Investment Management Co	Cincinnati	794	$1.24 billion	$3.15 billion	adviserinfo.sec.gov
Capital Advisors, LTD., LLC	Shaker Heights	597	$1.22 billion	$1.37 billion	adviserinfo.sec.gov
Van Cleef Asset Management Inc	Beachwood	146	$1.17 billion	$1.21 billion	adviserinfo.sec.gov
Fort Washington Investment Advisors Inc	Cincinnati	586	$1.12 billion	$93.47 billion	adviserinfo.sec.gov
Horan Wealth, LLC	Cincinnati	453	$1.12 billion	$1.47 billion	adviserinfo.sec.gov
Huntington Financial Advisors	Columbus	678	$1.09 billion	$7.89 billion	adviserinfo.sec.gov
Octavia Wealth Advisors LLC	Cincinnati	460	$1.08 billion	$2.15 billion	adviserinfo.sec.gov
Strategic Wealth Partners, LTD.	Independence	1,020	$1.08 billion	$1.64 billion	adviserinfo.sec.gov
Eubel Brady & Suttman	Miamisburg	319	$1.06 billion	$2.07 billion	adviserinfo.sec.gov
Journey Wealth Management	Cleveland	290	$1.06 billion	$1.39 billion	adviserinfo.sec.gov
St. Clair Advisors, LLC	Mayfield Heights	88	$1.04 billion	$1.07 billion	adviserinfo.sec.gov
Antolino Wealth Advisors	Columbus	189	$1.04 billion	$1.42 billion	adviserinfo.sec.gov
Wealth Dimensions Group, LTD.	Cincinnati	374	$1.02 billion	$1.24 billion	adviserinfo.sec.gov
HCM Wealth Advisors	Cincinnati	334	$926.2 million	$1.23 billion	adviserinfo.sec.gov
Frazier Financial Advisors, LLC	Columbus	300	$922.3 million	$1.16 billion	adviserinfo.sec.gov
The Joseph Group Capital Management	Columbus	338	$895.4 million	$1.09 billion	adviserinfo.sec.gov
Kohmann Bosshard Financial Services, LLC.	Akron	219	$893.2 million	$1.12 billion	adviserinfo.sec.gov
Canopy Partners	Cincinnati	8	$869 million	$869 million	adviserinfo.sec.gov
Opus Capital Management	Cincinnati	259	$855.3 million	$1.51 billion	adviserinfo.sec.gov
Westminster Financial Advisory Corp	Beavercreek	306	$798.9 million	$1.36 billion	adviserinfo.sec.gov
Pca Investment Advisory Services, Inc.	Cincinnati	249	$761.7 million	$4.31 billion	adviserinfo.sec.gov
Gearhart & Associates	Cincinnati	212	$743.7 million	$872.6 million	adviserinfo.sec.gov
Wealth Dimensions Family Office, Inc	Cincinnati	13	$715.7 million	$716.3 million	adviserinfo.sec.gov
MPM Wealth Advisors	Holland	337	$707.7 million	$1.04 billion	adviserinfo.sec.gov
Souders Financial Advisors, LLC	Cincinnati	231	$697.1 million	$1.41 billion	adviserinfo.sec.gov
United Advisor Group	Cincinnati	1,382	$689.8 million	$1.43 billion	adviserinfo.sec.gov
Peak Wealth Solutions	Pepper Pike	312	$682.1 million	$911.6 million	adviserinfo.sec.gov
North Point Portfolio Managers Corporation	Orange Village	158	$679.7 million	$773.3 million	adviserinfo.sec.gov
Tempo Wealth	Independence	519	$672.3 million	$804.3 million	adviserinfo.sec.gov
W.A. Smith Financial Group	Sandusky	336	$671.7 million	$1.16 billion	adviserinfo.sec.gov
Woodland Wealth Partners	Pepper Pike	124	$644.6 million	$711.9 million	adviserinfo.sec.gov
Trinity Financial Advisors LLC	Columbus	141	$637 million	$670 million	adviserinfo.sec.gov
Formidable Asset Management, LLC	Cincinnati	203	$626.1 million	$903 million	adviserinfo.sec.gov
Rea Wealth Management	New Philadelphia	185	$618.7 million	$892.3 million	adviserinfo.sec.gov
Beacon Financial Advisory LLC	Cleveland	286	$615.5 million	$900.7 million	adviserinfo.sec.gov
Demming Financial Services Corp.	Aurora	230	$612 million	$765.9 million	adviserinfo.sec.gov
Ellsworth Advisors, LLC	Hudson	212	$592.7 million	$1.41 billion	adviserinfo.sec.gov
Waller Financial Planning Group, Inc.	Columbus	243	$573.3 million	$747.8 million	adviserinfo.sec.gov
Gerber, LLC	Columbus	151	$569.1 million	$592.1 million	adviserinfo.sec.gov
TCP Asset Management, LLC	Upper Arlington	287	$565 million	$1.18 billion	adviserinfo.sec.gov
Eichner Investment Planning, LLC	Cincinnati	25	$565 million	$692.1 million	adviserinfo.sec.gov
Heritage Wealth Advisors	Cincinnati	122	$562.5 million	$604.7 million	adviserinfo.sec.gov
Keidan Financial Consultants LLC	Columbus	152	$552.7 million	$574.9 million	adviserinfo.sec.gov
Asendo Wealth Advisory	Columbus	278	$551.2 million	$866.5 million	adviserinfo.sec.gov
Brilliant Advice, LLC	Cincinnati	113	$545.8 million	$569.5 million	adviserinfo.sec.gov
John E. Sestina and Company	Columbus	179	$522.9 million	$744 million	adviserinfo.sec.gov
Keeler & Nadler Family Wealth	Dublin	188	$516.7 million	$609.9 million	adviserinfo.sec.gov
Vantage Financial Group, Inc.	Cleveland	818	$507.7 million	$866.9 million	adviserinfo.sec.gov
Yarger Wealth Strategies, LLC	Westerville	152	$506 million	$529.7 million	adviserinfo.sec.gov
Thor Wealth Management Inc	Cincinnati	175	$504.4 million	$678.7 million	adviserinfo.sec.gov
Lakeridge Wealth Management LLC	Mentor	236	$497.4 million	$805.4 million	adviserinfo.sec.gov
McDonald Partners LLC	Cleveland	293	$492 million	$1.28 billion	adviserinfo.sec.gov
Wealthbridge Capital Management, LLC	Westerville	148	$491 million	$709.7 million	adviserinfo.sec.gov
Paradigm Wealth Management, LLC	Westlake	171	$483.1 million	$563.4 million	adviserinfo.sec.gov
Peak Retirement Planning, Inc.	Columbus	345	$477.2 million	$631 million	adviserinfo.sec.gov
Fidato Wealth LLC	Middleburg Heights	214	$464.1 million	$510.8 million	adviserinfo.sec.gov
G2 Capital Management, LLC	Columbus	67	$463.6 million	$756.5 million	adviserinfo.sec.gov
James Investment Research Inc	Xenia	109	$463.1 million	$1.21 billion	adviserinfo.sec.gov
Financial Freedom	Cincinnati	96	$433.8 million	$443.2 million	adviserinfo.sec.gov
Winslow Asset Management Inc	Beachwood	124	$428.1 million	$626.7 million	adviserinfo.sec.gov
Cbiz Investment Advisory Services, LLC	Cleveland	383	$415.2 million	$12.76 billion	adviserinfo.sec.gov
Park Edge Advisors, LLC	Cleveland	100	$410.4 million	$522.5 million	adviserinfo.sec.gov
Argentarii, LLC	Cincinnati	90	$407.4 million	$431.9 million	adviserinfo.sec.gov
Ancora Advisors LLC	Mayfield Heights	148	$401.4 million	$4.61 billion	adviserinfo.sec.gov
Org Portfolio Management LLC	Beachwood	Fewer than 5	$393 million	$6.38 billion	adviserinfo.sec.gov
Prasad Wealth Partners	Independence	127	$391.8 million	$572.1 million	adviserinfo.sec.gov
True Wealth Design, LLC	Akron	162	$391.5 million	$494 million	adviserinfo.sec.gov
Keystone Financial Planning, Inc	Westlake	74	$389.7 million	$406.9 million	adviserinfo.sec.gov
Broadleaf Partners, LLC	Hudson	94	$388.5 million	$551.3 million	adviserinfo.sec.gov
Rockport Wealth Advisors	Fairview Park	248	$384.2 million	$676.4 million	adviserinfo.sec.gov
First Fiduciary Investment Counsel Inc	Cleveland	173	$379.1 million	$565.5 million	adviserinfo.sec.gov
Lineweaver Wealth Advisors	Valley View	176	$378.7 million	$1.08 billion	adviserinfo.sec.gov
Financial Management Strategies, Inc.	Broadview HTS.	588	$374.1 million	$714.2 million	adviserinfo.sec.gov
SWS Partners, LLC	Columbus	89	$373 million	$442.6 million	adviserinfo.sec.gov
Hixon Zuercher Capital Management	Findlay	128	$364 million	$487.7 million	adviserinfo.sec.gov
GGM Financial LLC	Columbus	151	$355.5 million	$513 million	adviserinfo.sec.gov
Accent Capital Management, LLC	Centerville	44	$354 million	$382.7 million	adviserinfo.sec.gov
Beacon Capital Management, Inc.	Dayton	162	$352.8 million	$4.26 billion	adviserinfo.sec.gov
Trueblood Wealth Management, LLC	Lima	86	$352.7 million	$474.1 million	adviserinfo.sec.gov
Family Wealth Advisory Group, LLC	Cincinnati	102	$351.5 million	$396.2 million	adviserinfo.sec.gov
Kirtland Hills Capital Management, LLC	Bratenahl	166	$351 million	$382 million	adviserinfo.sec.gov
Vawter Financial LTD	Columbus	103	$348.6 million	$394.4 million	adviserinfo.sec.gov
Cornerstone Wealth Management	Westlake	104	$346.2 million	$628.7 million	adviserinfo.sec.gov
Return on Life Wealth Partners	Cleveland	88	$342.6 million	$472.5 million	adviserinfo.sec.gov
Hackman Financial Group	Cincinnati	196	$340.3 million	$426.7 million	adviserinfo.sec.gov
Leclair Wealth Partners	Dublin	80	$339.5 million	$363 million	adviserinfo.sec.gov
Cleveland Wealth, LLC	Cleveland	131	$339.4 million	$506.6 million	adviserinfo.sec.gov
Blake Schutter Theil Wealth Advisors, LLC	Dayton	80	$324.9 million	$459.5 million	adviserinfo.sec.gov
Columbus Investment Advisory Inc.	New Albany	23	$323.4 million	$453.7 million	adviserinfo.sec.gov
BPS Wealth Advisors, Inc.	Canfield	148	$321.3 million	$1.08 billion	adviserinfo.sec.gov
Hendley & Co. Inc.	Zanesville	111	$319.6 million	$438.2 million	adviserinfo.sec.gov
JPS Financial, LLC	Westlake	116	$319.4 million	$377 million	adviserinfo.sec.gov
Kleinfelder Capital, Inc.	Cincinnati	212	$310 million	$376.6 million	adviserinfo.sec.gov
Highland Consulting Associates Inc.	Cleveland	39	$309.5 million	$21.93 billion	adviserinfo.sec.gov
Generations Wealth, LLC	Cincinnati	52	$298.3 million	$307.8 million	adviserinfo.sec.gov
Balanced Wealth Group LLC	Westlake	127	$294.5 million	$494.1 million	adviserinfo.sec.gov
Royal Oak Financial Group	Worthington	137	$294.3 million	$415.8 million	adviserinfo.sec.gov
Reed Financial Services, Inc.	Cleveland	129	$292.9 million	$388.6 million	adviserinfo.sec.gov
Whitaker-Myers Wealth Managers, LTD.	Mansfield	167	$289.2 million	$850.6 million	adviserinfo.sec.gov
Riverview Research, LLC	Independence	28	$288.2 million	$990.8 million	adviserinfo.sec.gov
Boyd Watterson Asset Management, LLC	Cleveland	208	$287.2 million	$18.81 billion	adviserinfo.sec.gov
Union Strategic Advisors	Blue Ash	110	$283 million	$371.6 million	adviserinfo.sec.gov
Ardent Capital Management, Inc.	Cincinnati	63	$280.3 million	$327 million	adviserinfo.sec.gov
Arg Private Wealth, LLC	Cincinnati	61	$271.6 million	$280 million	adviserinfo.sec.gov
Elios Financial Group, Inc.	Westlake	122	$270.9 million	$331.5 million	adviserinfo.sec.gov
Alcyon Wealth Partners	Youngstown	94	$267.2 million	$356.5 million	adviserinfo.sec.gov
Gatepass Capital, LLC	Independence	90	$264.4 million	$299.1 million	adviserinfo.sec.gov
Kovalcik & Geraghty Wealth Partners LLP	Upper Arlington	104	$262.4 million	$299.1 million	adviserinfo.sec.gov
Lesjak Planning, LLC	Westlake	109	$261 million	$396 million	adviserinfo.sec.gov
Mbia Capital Advisors	Cincinnati	81	$256.9 million	$290.2 million	adviserinfo.sec.gov
Hicks Capital Management, LLC	Columbus	65	$252.8 million	$344.7 million	adviserinfo.sec.gov
Fourth Dimension Wealth, LLC	Middleburg Heights	214	$251.6 million	$356.4 million	adviserinfo.sec.gov
Birchcreek Wealth Management, LLC	Miami Township	89	$249.5 million	$300.1 million	adviserinfo.sec.gov
Whitcomb & Hess, Inc.	Ashland	106	$249.1 million	$490.7 million	adviserinfo.sec.gov
Artifex Financial Group, LLC	Oakwood	114	$248.6 million	$328.7 million	adviserinfo.sec.gov
Future Finances Inc	Columbus	197	$248.5 million	$304.6 million	adviserinfo.sec.gov
Jessup Wealth Management	Dayton	88	$248.4 million	$360.2 million	adviserinfo.sec.gov
Balance Wealth	Worthington	102	$240.7 million	$386.7 million	adviserinfo.sec.gov
Strategic Planning, Inc.	Columbus	352	$240.1 million	$376.6 million	adviserinfo.sec.gov
Schulhoff & Co Inc	Cincinnati	61	$237.8 million	$286.3 million	adviserinfo.sec.gov
Signature Equity Partners, LLC	Columbus	104	$234.4 million	$688.1 million	adviserinfo.sec.gov
Adaptive Financial Consulting, LLC	Beachwood	83	$231.4 million	$547.1 million	adviserinfo.sec.gov
Coordinated Financial Planning Corp	Cincinnati	113	$229.7 million	$343.2 million	adviserinfo.sec.gov
Warther Private Wealth	Akron	56	$223 million	$371.3 million	adviserinfo.sec.gov
Schear Investment Advisors, LLC	Cincinnati	38	$216.8 million	$268.8 million	adviserinfo.sec.gov
Kapstone Financial Advisors LLC	Lebanon	76	$216.1 million	$322.3 million	adviserinfo.sec.gov
National Wealth Management Group, LLC	Cincinnati	134	$215.5 million	$534.9 million	adviserinfo.sec.gov
Presper Financial Architects, LLC	Akron	111	$215.3 million	$362.6 million	adviserinfo.sec.gov
Endeavor Wealth Advisors, LLC	Pepper Pike	75	$212.8 million	$252.8 million	adviserinfo.sec.gov
Landing Point Financial Group	Avon	100	$210.1 million	$381.3 million	adviserinfo.sec.gov
Crew Capital Management, LTD.	Cincinnati	60	$208.3 million	$235.4 million	adviserinfo.sec.gov
Rebel Financial, LLC	Groveport	100	$207.7 million	$370.5 million	adviserinfo.sec.gov
Summit Financial Advisors, Inc.	Middletown	47	$207.2 million	$232.8 million	adviserinfo.sec.gov
Objective Capital Management, LLC	Fairlawn	72	$200.4 million	$214.2 million	adviserinfo.sec.gov
Game Plan Financial Advisors, LLC	Westlake, Oh	51	$197.1 million	$254.7 million	adviserinfo.sec.gov
Egi Financial, Inc.	Akron	68	$192.4 million	$348.7 million	adviserinfo.sec.gov
Signal Tree Financial Partners LLC	Copley	68	$192.3 million	$213.4 million	adviserinfo.sec.gov
Harvest Financial Advisors, LLC	West Chester	21	$189.9 million	$671 million	adviserinfo.sec.gov
Northavenue LLC	Columbus	70	$189.2 million	$204.8 million	adviserinfo.sec.gov
Kinetic Wealth Investment Advisors, LLC	Westlake	95	$188.5 million	$214.5 million	adviserinfo.sec.gov
Sims Investment Management LLC	Cincinnati	67	$187.6 million	$304.6 million	adviserinfo.sec.gov
Michael Brady & Co., LLC	Westlake	55	$186.3 million	$248.6 million	adviserinfo.sec.gov
Virtera Partners LLC	Pepper Pike	15	$185.2 million	$451.8 million	adviserinfo.sec.gov
Bluestone Private Wealth, LLC	Cleveland	10	$183.7 million	$190.4 million	adviserinfo.sec.gov
Redwood Financial Network	Solon	387	$182.9 million	$262.8 million	adviserinfo.sec.gov
Brown Financial Advisors, LLC	Milford	103	$181 million	$323.3 million	adviserinfo.sec.gov
Polaris Financial Partners, LLC	Westerville	68	$179 million	$226 million	adviserinfo.sec.gov
Dean Investments	Beavercreek	40	$178.5 million	$909.3 million	adviserinfo.sec.gov
Swisher Financial Concepts, Inc.	Westerville	86	$175.6 million	$317 million	adviserinfo.sec.gov
Croak Capital	Toledo	90	$173.1 million	$363.9 million	adviserinfo.sec.gov
Symphony Financial Services, Inc.	Akron	71	$172.1 million	$428.7 million	adviserinfo.sec.gov
North Star Advisory Group, LLC	Beachwood	67	$171.6 million	$289.1 million	adviserinfo.sec.gov
Benchmark Wealth Management	Cincinnati	37	$167.4 million	$179 million	adviserinfo.sec.gov
Randolph Co Inc	Cincinnati	28	$166.1 million	$1.08 billion	adviserinfo.sec.gov
Rightwealth Advisors, LLC	Miamisburg	58	$165.9 million	$229.3 million	adviserinfo.sec.gov
Consolidated Financial	Dublin	112	$164.8 million	$588.7 million	adviserinfo.sec.gov
Purtill Financial LLC	Highland Heights	76	$163.5 million	$207.1 million	adviserinfo.sec.gov
Anderson Financial Strategies, LLC	Dayton	71	$162.5 million	$402.1 million	adviserinfo.sec.gov
Resolute Wealth Advisor, Inc.	Findlay	442	$162.2 million	$293.8 million	adviserinfo.sec.gov
Capital Asset Management, Inc.	Columbus	39	$162.2 million	$199.5 million	adviserinfo.sec.gov
Tudor Financial, Inc.	Dayton	74	$161.8 million	$256.3 million	adviserinfo.sec.gov
Ridgeline Wealth Planning LLC	Centerville	90	$159.5 million	$259.6 million	adviserinfo.sec.gov
Feg	Cincinnati	14	$158.8 million	$19.71 billion	adviserinfo.sec.gov
Financial Rounds	Cincinnati	57	$157.8 million	$211.3 million	adviserinfo.sec.gov
Kennon-Green & Co.	New Albany	53	$154.1 million	$171.4 million	adviserinfo.sec.gov
Hardy & Hardy Co LLC	Lima	154	$152.5 million	$269.4 million	adviserinfo.sec.gov
DBK Financial Counsel, LLC	Cuyahoga Falls	44	$148.9 million	$199.5 million	adviserinfo.sec.gov
Retirement Strategies, LTD.	Dublin	75	$146.2 million	$272.7 million	adviserinfo.sec.gov
Future Financial Wealth Management Group, LLC	Cincinnati	58	$146.1 million	$193.4 million	adviserinfo.sec.gov
Kellett Wealth Advisors, LLC	Cincinnati	50	$143.3 million	$344 million	adviserinfo.sec.gov
Alan B. Lancz & Associates, Inc.	Toledo	63	$143.3 million	$175.4 million	adviserinfo.sec.gov
Cambridge Financial Group, Inc.	Columbus	65	$141.3 million	$331.3 million	adviserinfo.sec.gov
Lindahl & Mansager Inc	Fairlawn	87	$140.9 million	$213.7 million	adviserinfo.sec.gov
The Private Investment Group, Inc.	Kettering	42	$140.7 million	$179.3 million	adviserinfo.sec.gov
Invest Capital Partners	Springboro	93	$139.6 million	$271.9 million	adviserinfo.sec.gov
Spreng Capital Management, Inc.	Bucyrus	64	$139.4 million	$300.2 million	adviserinfo.sec.gov
Camelot Portfolios, LLC	Maumee	45	$138.8 million	$272.2 million	adviserinfo.sec.gov
Peb Capital Management LLC	Columbus	48	$138.6 million	$171 million	adviserinfo.sec.gov
B.A. Schrock Wealth Management	Wadsworth	89	$137.9 million	$281.6 million	adviserinfo.sec.gov
Fountain Square Asset Management	Cincinnati	83	$134.3 million	$233.7 million	adviserinfo.sec.gov
McCarthy Wealth & Tax Advisors	Springboro	51	$133.7 million	$202 million	adviserinfo.sec.gov
Kiplinger Wealth Advisors	Springboro	61	$131.7 million	$261.7 million	adviserinfo.sec.gov
Affinity Wealth LLC	Canton	90	$130.4 million	$217.5 million	adviserinfo.sec.gov
Garlikov Advisors Inc	Columbus	40	$129.9 million	$207.6 million	adviserinfo.sec.gov
Enza Financial, LLC	Independence	45	$129.7 million	$191.2 million	adviserinfo.sec.gov
Harding Financial Group	Westerville	44	$128.5 million	$160.2 million	adviserinfo.sec.gov
Vela Investment Management, LLC	New Albany	108	$128.4 million	$562.9 million	adviserinfo.sec.gov
McCarley & Cook Financial Planners	Cincinnati	50	$127 million	$169.1 million	adviserinfo.sec.gov
Compass Financial Group, Inc.	Dublin	101	$125.7 million	$148.8 million	adviserinfo.sec.gov
Quest Wealth Solutions, Inc.	Mansfield	55	$125 million	$214.6 million	adviserinfo.sec.gov
Trinity Wealth Advisors, Inc.	Powell	56	$124.4 million	$173 million	adviserinfo.sec.gov
T.T.G. Financial, Inc.	Canton	110	$123.1 million	$194 million	adviserinfo.sec.gov
Rik Saylor Financial, Inc.	Fairfield	96	$122.5 million	$199.2 million	adviserinfo.sec.gov
Meyer Gates Financial Advisors, Inc	West Chester	40	$121.9 million	$168.7 million	adviserinfo.sec.gov
Richwood Investment Advisors, LLC	Cincinnati	71	$121.7 million	$155.1 million	adviserinfo.sec.gov
Nvest Wealth Strategies, Inc.	Powell	47	$121.4 million	$236.7 million	adviserinfo.sec.gov
Horter Investment Management, LLC	Cincinnati	74	$121.2 million	$314.5 million	adviserinfo.sec.gov
Columbus Street Wealth Management, LLC	Dublin	38	$119.6 million	$144.5 million	adviserinfo.sec.gov
Infinity Wealth Counsel, LLC	Loveland	46	$118.8 million	$151.9 million	adviserinfo.sec.gov
M.K. Brown Wealth Advisory	Oakwood	42	$118.2 million	$165.5 million	adviserinfo.sec.gov
Demers Financial Planning	Columbus	28	$117.2 million	$125.3 million	adviserinfo.sec.gov
Graver Capital Management, LLC	Columbus	34	$116.9 million	$153.5 million	adviserinfo.sec.gov
Integrated Wealth Management, Inc.	Uniontown	52	$115.8 million	$254.1 million	adviserinfo.sec.gov
The Wealth Advantage Group, Inc.	Columbus	46	$112.8 million	$146.4 million	adviserinfo.sec.gov
Turnstone Financial	Troy	31	$111.8 million	$169.8 million	adviserinfo.sec.gov
Seven Hills Capital Advisors	Cincinnati	67	$109.9 million	$130 million	adviserinfo.sec.gov
Appalachian Capital Management	St. Clairsville	50	$109.6 million	$175.3 million	adviserinfo.sec.gov
Eukles Asset Management, LLC	Cincinnati	18	$109.4 million	$341.1 million	adviserinfo.sec.gov
Reservoir Wealth Management	Lima	81	$109.3 million	$208.8 million	adviserinfo.sec.gov
2 Knights Wealth Management, LLC	Pepper Pike	34	$108.9 million	$127.3 million	adviserinfo.sec.gov
Monetary Solutions, LTD.	Dayton	38	$108.1 million	$139.7 million	adviserinfo.sec.gov
Schmitt Wealth Advisers, LLC	Cincinnati	49	$107.5 million	$135 million	adviserinfo.sec.gov
First Mason Financial, LLC	Medina	65	$106.9 million	$185.7 million	adviserinfo.sec.gov
Shaffer Capital	Westerville	31	$105.7 million	$211.1 million	adviserinfo.sec.gov
Shaker Investments	Beachwood	55	$105.4 million	$258.8 million	adviserinfo.sec.gov
Lighthouse Wealth Management, Inc.	Ashland	50	$104.7 million	$237.6 million	adviserinfo.sec.gov
Golden Reserve Retirement, LLC	Dublin	75	$104.2 million	$544.3 million	adviserinfo.sec.gov
365 Wealth Management Group	Mason	70	$103.2 million	$186.6 million	adviserinfo.sec.gov
Munn Wealth Management, LLC	Maumee	90	$103.2 million	$242.3 million	adviserinfo.sec.gov
Ska Financial Services,Inc.	Fairview Park	42	$100.6 million	$159.1 million	adviserinfo.sec.gov
Western Reserve Capital Management, LLC	Hudson	41	$100.3 million	$120.2 million	adviserinfo.sec.gov
Wesbanco Securities, Inc.	St Clairsville	208	$99.8 million	$285.9 million	adviserinfo.sec.gov
Rabe Investment Consulting Group	Richfield	29	$99.7 million	$147.3 million	adviserinfo.sec.gov
Shepherd Wealth Management	Cincinnati	43	$98.7 million	$162.1 million	adviserinfo.sec.gov
Bollin Wealth Management, LLC	Perrysburg	41	$98.4 million	$152.7 million	adviserinfo.sec.gov
Gudorf Financial Group, LLC	Dayton	38	$97.7 million	$121.1 million	adviserinfo.sec.gov
Alpha Asset Management	Akron	38	$96.5 million	$129.1 million	adviserinfo.sec.gov
JRP Capital Corp	Dublin	68	$95 million	$108.5 million	adviserinfo.sec.gov
Bison Wealth Management, LLC	Lyndhurst	48	$94.2 million	$131 million	adviserinfo.sec.gov
Independence Wealth Advisors, LLC	Independence	52	$93.1 million	$210.3 million	adviserinfo.sec.gov
Emvision Capital Advisors, LLC	Aurora	48	$92.9 million	$176.4 million	adviserinfo.sec.gov
Atlantis Wealth Advisors LLC	Maumee	25	$92.9 million	$150.2 million	adviserinfo.sec.gov
Scofield & Company, LLC	Fairlawn	18	$92.2 million	$113.6 million	adviserinfo.sec.gov
Aan Wealth Advisors LLC	Canton	57	$92 million	$130 million	adviserinfo.sec.gov
M3 Wealth Management	North Royalton	60	$90 million	$160.2 million	adviserinfo.sec.gov
Meyer Capital Management LLC.	Cincinnati	11	$89.9 million	$190.8 million	adviserinfo.sec.gov
Peerless Wealth	Columbus	79	$88.9 million	$148.7 million	adviserinfo.sec.gov
Summit Wealth Management LLC	Akron	49	$88.3 million	$120.1 million	adviserinfo.sec.gov
Messmer Capital Advisors LLC	Milford	47	$87.5 million	$130.4 million	adviserinfo.sec.gov
Capstone Wealth Partners	Dublin	52	$86.2 million	$114.9 million	adviserinfo.sec.gov
Advanced Asset Management Advisors, Inc.	Dublin	29	$84.9 million	$651.3 million	adviserinfo.sec.gov
Heritage Financial Advisors, LLC	Waterville	35	$84.8 million	$188 million	adviserinfo.sec.gov
Oak Associates LTD	Akron	28	$84.6 million	$1.78 billion	adviserinfo.sec.gov
Bullseye Investment Management, LLC	Cincinnciati	55	$84.1 million	$226 million	adviserinfo.sec.gov
Dean Financial Services	Beavercreek	20	$83.7 million	$382 million	adviserinfo.sec.gov
Sabre Asset Management LLC	Pepper Pike	32	$82.8 million	$127.3 million	adviserinfo.sec.gov
Mench Financial Inc	Cincinnati	82	$82.4 million	$130.6 million	adviserinfo.sec.gov
Worthington Wealth Management	Worthington	41	$82.3 million	$153.7 million	adviserinfo.sec.gov
Bell City Wealth, Inc.	Hillsboro	33	$82 million	$163.3 million	adviserinfo.sec.gov
Cox & Cook Wealth Advisors	Dublin	63	$81 million	$119.5 million	adviserinfo.sec.gov
Vanweelden Wealth Management, LLC	West Chester Township	76	$80.8 million	$136.5 million	adviserinfo.sec.gov
Jericho Financial	Westerville	29	$80.7 million	$220 million	adviserinfo.sec.gov
Miami Valley Portfolio Management Inc	Brookville	91	$79.5 million	$218.6 million	adviserinfo.sec.gov
S.C. Thomas & Associates, CPA, LLC	Medina	29	$75.7 million	$104.6 million	adviserinfo.sec.gov
Hda Wealth Management, LLC	Poland	39	$73.8 million	$159.1 million	adviserinfo.sec.gov
Ruggaard & Associates	Hudson	105	$68.8 million	$368.6 million	adviserinfo.sec.gov
Westpoint Wealth Management, LLC	Berea	41	$66 million	$106 million	adviserinfo.sec.gov
Queen City Capital Management, LLC	Cincinnati	43	$64.9 million	$114.4 million	adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.